Call for Free Consultation 951.221.0573 Email: Info@Arborfinances.com
Whether you're starting fresh or untangling months of messy books, we set up and clean up QuickBooks the right way. No shortcuts, no workarounds — just a clean, accurate foundation you can actually build on.
QuickBooks Setup & Cleanup
STARTING CLEAN IS THE BEST ADVANTAGE YOU CAN GIVE YOURSELF
NEW BUSINESS SETUP
01
Chart of Accounts
The backbone of your books — we build a category structure that reflects how your business actually makes and spends money, making reporting and taxes cleaner from day one.
02
Bank and Credit Card Account Connections
We link your accounts so transactions flow in automatically, eliminating manual entry and keeping your books current in real time.
03
Invoice and Expense Templates
Branded, professional templates set up and ready to use so you're not starting from scratch every time you bill a client or record a purchase.
04
Sales tax configuration
We set up the correct tax rates, agencies, and rules for your location and business type so you're collecting and remitting accurately from the start.
05
Vendor & Customer List Import
Your existing contacts brought into QuickBooks cleanly so you're not re-entering data manually.
06
User Permissions/Access Setup
Team Training Sessions
The right people get access to the right things — and nothing more — keeping your financial data secure.
A hands-on walkthrough so your team knows how to use the system correctly from day one, reducing errors and keeping your books clean going forward.
ALREADY IN QUICKBOOKS BUT NOT SURE YOU CAN TRUST WHAT YOU ARE SEEING?
CLEANUP & CATCH-UP
01
Every transaction is reviewed, properly categorized, and matched to the correct account — so your chart of accounts actually reflects how your business operates.
03
Mispostings, duplicate entries, and miscoded expenses are identified and corrected — eliminating the distortions that throw off your P&L and balance sheet.
Transaction Review & Categorization
Error & Duplicate Correction
02
Bank accounts, credit cards, and loans are reconciled month by month, giving you clean, accurate balances you can count on at any point in time.
04
Once your books are clean, you'll have reliable financial statements ready for tax prep, lending, or simply understanding where your business stands.
Reconciliation of All Accounts
Reporting You Can Actually Use
